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Signature Equity Partners’s Rockwell Automation ROK Stock Holding History

Signature Equity Partners’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.9K Sell
70
-6
-8% -$2.61K 0.02% 508
2026
Q1 		$27.4K Sell
76
-30
-28% -$11.8K 0.01% 567
2025
Q4 		$41.3K Buy
+106
New +$39.8K 0.02% 447

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Signature Equity Partners's ROK Position: Q2 2026 in Review

Signature Equity Partners reduced its Rockwell Automation (ROK) stake by 7.9% in Q2 2026, selling an estimated $2.61K and leaving 70 shares worth $34.9K. The position accounts for 0.02% of the portfolio, ranked #508.

Signature Equity Partners first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.3K in Q4 2025. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Signature Equity Partners held 70 shares of Rockwell Automation worth $34.9K as of Q2 2026.
  • Signature Equity Partners sold 6 Rockwell Automation shares in Q2 2026, an estimated $2.61K.
  • Rockwell Automation made up 0.02% of Signature Equity Partners's portfolio in Q2 2026, its #508 holding.
  • Signature Equity Partners first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's Rockwell Automation position peaked at $41.3K in Q4 2025.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.